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Summit Wealth & Retirement Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Sell
2,250
-410
-15% -$70.1K 0.09% 71
2026
Q1 		$354K Buy
2,660
+400
+18% +$56.4K 0.08% 77
2025
Q4 		$325K Hold
2,260
– – 0.08% 78
2025
Q3 		$319K Hold
2,260
– – 0.08% 78
2025
Q2 		$286K Buy
+2,260
New +$251K 0.08% 81

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth & Retirement Planning's XLK Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q2 2026, selling an estimated $70.1K and leaving 2,250 shares worth $429K. The position accounts for 0.09% of the portfolio, ranked #71.

Summit Wealth & Retirement Planning first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Summit Wealth & Retirement Planning held 2,250 shares of State Street Technology Select Sector SPDR ETF worth $429K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 410 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $70.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.09% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #71 holding.
  • Summit Wealth & Retirement Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.